Horan Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Horan Capital Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-95	Closed	-$12K	–	247
2019 Q4	$12K	Sell	95 -39	-29%	-$4.72K	0.01%	220
2019 Q3	$16K	Buy	+134	New	+$15.8K	0.01%	213
2019 Q2	–	Sell	-39	Closed	-$4K	–	238
2019 Q1	$4K	Buy	+39	New	+$4.11K	﹤0.01%	238
2017 Q4	–	Sell	-297	Closed	-$28K	–	270
2017 Q3	$28K	Buy	+297	New	+$27.7K	0.02%	193

Other funds holding VIG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return